Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | Stock | 1251 | $1,526,000 | 19,166 | 0.15 | 19,166 | +Inf | 12-31-2022 | |
SAGEWORTH TRUST CO OF SOUTH DAKOTA | COM | 1252 | $1,943,106 | 19,159 | 0.00 | 0.00 | 1,420 | 8.00 | 03-31-2024 |
CLEARSTEAD TRUST LLC | COM | 1253 | $1,941,321 | 19,141 | 0.00 | 0.00 | -3,904 | -16.94 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1254 | $1,795,200 | 19,136 | 0.00 | 0.00 | 81 | 0.43 | 12-31-2023 |